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Managing complex, multi-sheet schedules
We are building a large multi-family project. We set up our schedules to be broken out by building permit shell and units. There are 99 sheets in total built using the standard project template with some customizations. Our plan was to roll up these sheets into reports that would allow a project manager to easily update…
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Is anyone else losing their mind over the changes Smartsheet is making without announcing it?
I don't understand why Smartsheet changed these icons? They no longer match what is used in a Workspace or Folder. When I teach Smartsheet, I use the icons (sheet/grid, report, dashboard, template, folder, workspace) to help people understand at a basic level what Smartsheet is made up of. THESE make absolutely NO sense…
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Report Attachment Improvement Request
I currently utilize smartsheet automation to notify my clients about multiple time-sensitive issues. Presently, these notifications are sent as emails, with new rows highlighted in yellow. However, since these emails are customer-facing, I would like to ensure they align with our company's brand by using the generate…
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Is there a way to create a search box?
We are wondering if anyone knows how to build a public facing sheet that has a search box where customers could type in a word or two and then have it return any hits. The data that would be searched could be linked to another sheet and that file would not need to be viewable on the public one. Is this possible?
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Project Templates
I am creating a system to manage projects within our core business. To fully manage the project I have several sheets, reports and dashboards. Some of the sheets are tied together with automation copying rows and recording dates. The multiple reports are gathering data from the sheets to be displayed on the dashboard. The…
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Docusign clearing formulas once complete
This became a problem in the recent year but I have a Docusign fill out mapped to one of my SmartSheets and maps in the cells to the areas I fill out on a line basis. I will go through my usual process and send the Docusign however, once the Docusign is signed by the recipient and then completed by me, the entire row will…
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Looking for a Fleet Management Template
Hello fellow Smartsheet Users! I have to imagine by now someone has created a Fleet Management System. I am wondering if someone would be willing to share it here so I don't have to start from scratch? I have looked at the other posts where people are talking about their systems, but no template is posted. Thanks!
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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
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Add New Template Sheets to Existing Project Workspaces In Bulk Via Control Center
Currently you need to manually add a new "optional" template to each project one by one. This is incredibly time consuming. We need a global update option to add a new template sheet to all existing projects automatically.
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Download ALL Pages in Template as PNG
We have a need to download ALL pages designed in templates as PNGs. We create customizable art for social media and currently BrandFolder only allows you to download the first page of the template art unless it's a PDF. This renders other pages in the template worthless. We should have the capability to download every…
